RWF WEALTH MANAGEMENT LLC

RWF WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 304320). Regulatory assets under management: $18.0M.

Registration

• CRD: 304320
• Type: Registered investment adviser
• Phone: 239-293-9031
• Latest filing: 2026-02-23
• Regulatory AUM: $18.0M
• Discretionary AUM: $14.0M
• Non-discretionary AUM: $4.0M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304320 on SEC IAPD (source of record)
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